WDR
ClearBridge Investments’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-92
| Closed | -$4K | – | 1205 |
|
|
2015
Q2 | $4K | Buy |
+92
| New | +$4K | ﹤0.01% | 1132 |
|
|
2015
Q1 | – | Sell |
-92
| Closed | -$5K | – | 1213 |
|
|
2014
Q4 | $5K | Sell |
92
-183,289
| -100% | -$9.96M | ﹤0.01% | 1150 |
|
|
2014
Q3 | $9.48M | Buy |
183,381
+586
| +0.3% | +$30.3K | 0.01% | 527 |
|
|
2014
Q2 | $11.4M | Sell |
182,795
-121,563
| -40% | -$7.61M | 0.01% | 502 |
|
|
2014
Q1 | $22.4M | Buy |
304,358
+3,122
| +1% | +$230K | 0.03% | 429 |
|
|
2013
Q4 | $19.6M | Buy |
301,236
+11,893
| +4% | +$774K | 0.02% | 425 |
|
|
2013
Q3 | $14.9M | Sell |
289,343
-12,188
| -4% | -$627K | 0.02% | 447 |
|
|
2013
Q2 | $13.1M | Buy |
+301,531
| New | +$13.1M | 0.02% | 446 |
|